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Please fill out the Event Request Form and email to [email protected]
Securities basics
RPP
Securities Basics
Speaker(s): Anyone with a base knowledge in investments
Est. Presentation Time: 45 minutes
In this presentation we look at securities…what they are, how they are regulated and how they are taxed at purchase and sale. The presentation also covers the Netting Rules Matrix, the ordering rules and navigating the wash sale rules.
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Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
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CFP Program ID: 259286
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
